Templates

Create an Email Template

Create email templates to use in Cadences and Journeys or even a one off email. Templates once created can be accessed anytime and can be used across a team.

While creating a template, you can choose to create your own template or use one of our samples templates from our template library.

  1. Import from library

To use our sample templates:

  1. Login to your Klenty account. Go to Cadences – Templates.
  2. Click on the + button and select Import from library.
  3. Select a template category and on the email that you choose, click on the Preview button.
  4. Edit the template as you need and click on Import.
2. Create email template

To create your own email template:

  1. Login to your Klenty account. Go to Cadences – Templates.
  2. Click on the + button and click on Create new template.
  3. Select a template category or click on New to create one.
  4. Enter a name for reference in the Name field and a suitable subject in the Subject field.
  5. Now you can enter the email content in the Text box below.
  6. Use the toolbox at the bottom to customize your content. You can manage font details, insert a link or image, and add a signature.
  7. You can also add Prospect Fields as placeholders/variables using the {{Placeholder}} drop down.
  8. Click on Add to create a new template.

The template will now be available in your Template Library and you can quickly access it while creating a Cadence, Journey, or sending a one off email.